EMILY WHITEHEAD FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

GEORGE EASTWOOD

Phone

8145774784

Tax Period

2024-01-01 to 2024-12-31

EMILY WHITEHEAD FOUNDATION, founded in 2014, is a small nonprofit in the Medical Research sector that reported $955K in total revenue in fiscal year 2024. Revenue surged 159% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 19% operating margin.

Mission

THE FOUNDATION'S MISSION IS TO ADVOCATE FOR GREATER ACCESS TO ADVANCED THERAPIES, SUCH AS CELL AND GENE THERAPIES, AND PROVIDE SUPPORT TO INDIVIDUALS AFFECTED BY CANCER AND RARE DISEASE. SUPPORT INCLUDES EDUCATION, EMOTIONAL SUPPORT, CONNECTIONS TO TREATMENT CENTERS AND CLINICAL TRIALS, AND COMFORT PACKAGES.

Program Service Accomplishments

Program 1

Expenses: $350,179

PROGRAM HIGHTLIGHTS - ADVOCACY & ACCESS - THE FOUNDATION ADVANCES AWARENESS, ADVOCACY, AND EQUITABLE ACCESS TO CELL, GENE AND ADVANCED THERAPIES FOR INDIVIDUALS WITH CANCER AND RARE DISEASES. ITS...

PROGRAM HIGHTLIGHTS - ADVOCACY & ACCESS - THE FOUNDATION ADVANCES AWARENESS, ADVOCACY, AND EQUITABLE ACCESS TO CELL, GENE AND ADVANCED THERAPIES FOR INDIVIDUALS WITH CANCER AND RARE DISEASES. ITS PROGRAMS PROMOTE EDUCATION, PATIENT AND FAMILY SUPPORT, AND COLLABORATION AMONG RESEARCHERS, CLINICIANS, AND POLICYMAKERS TO ACCELERATE THE DEVELOPMENT AND DELIVERY OF INNOVATIVE TREATMENTS. THROUGH OUTREACH, PARTNERSHIPS, AND EDUCATIONAL INITIATIVES, THE FOUNDATION HELPS THOUSANDS OF PATIENTS AND FAMILIES NAVIGATE ACCESS TO EMERGING THERAPIES WHILE FOSTERING A MORE INFORMED, CONNECTED, AND HOPEFUL PATIENT COMMUNITY.

Program 2

Expenses: $147,082

RESEARCH GRANTS TO ORGS - THE EMILY WHITEHAD FOUNDATION FUNDS INNOVATIVE RESEARCH PROJECTS THAT ADVANCE THE DEVELOPMENT AND ACCESSIBILITY OF CELL, GENE, AND IMMUNOTHERAPIES FOR PATIENTS AFFECTED BY CANCER AND RARE DISEASES. PROJECTS ARE SELECTED THROUGH A COMPETITIVE REVIEW BY LEADING SCIENTISTS AND CLINICIANS IN THE FIELD OF ADVANCED THERAPIES. THE FOUNDATION'S GRANT PROGRAM FOCUSES ON FILLING CRITICAL GAPS IN FUNDING TO HELP PROMISING RESEARCH MOVE FROM EARLY DISCOVERY TO CLINICAL APPLICATION. WE SUPPORT EMERGING INVESTIGATORS AND INSTITUTIONS WORKING TO DEVELOP MORE EFFECTIVE, LESS TOXIC TREATMENTS, ENSURING THAT INNOVATION TRANSLATES INTO REAL-WORLD HOPE FOR PATIENTS AND FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $520,981

Program Service Revenue $15,000

Investment Income $19,681

Other Revenue $399,003

TOTAL REVENUE $954,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,198

Fundraising Expenses $128,922

Program Expenses $497,261

Other Expenses $728,911

TOTAL EXPENSES $773,109

Year-over-Year Comparison

	2024	2023	Change
Revenue	$954,665	$369,089	+1.6%
Expenses	$773,109	$469,570	+0.6%
Net Income	$181,556	$-100,481	-2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$138,083

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE EASTWOOD	Chairman	25.00	Director	$99,000	$0	$99,000
JODIE POTTER	Treasurer	12.00	Director	$15,083	$0	$15,083
THOMAS WHITEHEAD	Vice Chairman	15.00	Director	$12,000	$0	$12,000
KARI WHITEHEAD	Secretary	15.00	Director	$12,000	$0	$12,000
TOM SMITH	Director	2.00	Director	$0	$0	$0
TOM GARRETT	Director	12.00	Director	$0	$0	$0
JON CONDO	Director	2.00	Director	$0	$0	$0
CHRIS STOTT	Director	2.00	Director	$0	$0	$0
BOB MADONNA	Director	2.00	Director	$0	$0	$0
DARSHAN KULKARNI	Director	2.00	Director	$0	$0	$0
DMITRI SIEGEL	Director	2.00	Director	$0	$0	$0
MICHELLE BERG	Director	2.00	Director	$0	$0	$0
KELLY GANJEI	Director	2.00	Director	$0	$0	$0
SUE HAGER	Director	2.00	Director	$0	$0	$0
SHARON KING	Director	2.00	Director	$0	$0	$0
ROB DOUGLAS	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$954,665	$773,109	$733,054	$181,556
2024	No data	No data	No data	No data
2023	$369,089	$469,570	$550,062	$-100,481
2022	$549,307	$376,506	$637,101	$172,801
2021	$432,872	$222,924	$503,293	$209,948
2019	$304,459	$400,302	$304,716	$-95,843
2018	$291,971	$430,801	$401,858	$-138,830